See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,854 | $58,512+17.7% | $84,015-18.0% | $72,985-5.7% |
| Participation rate | 67.9% | 61.2%+6.6pp | 69.0%-1.2pp | 69.5%-1.6pp |
| Annual return | 17.41% | 28.93%-11.5pp | 71.31%-53.9pp | 81.00%-63.6pp |
| Employer contribution / active EE | $372 | $1,163-68.0% | $1,983-81.2% | $2,440-84.7% |
| Participant deferral / active EE | $2,447 | $2,394+2.2% | $3,239-24.4% | $3,607-32.2% |
| Admin fee / account holder | $1,707 | $4,569-62.6% | $6,101-72.0% | $5,124-66.7% |